|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$313M
|
+$127M
|
+5,269,135
|
+43%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$71.9M
|
-$22.5M
|
-928,150
|
-19%
|
|
|
3
|
|
$61.8M
|
-$688K
|
-28,440
|
-0.8%
|
|
|
4
|
Hefren-Tillotson
Pittsburgh,
Pennsylvania
|
$51.8M
|
-$1.86M
|
-76,755
|
-3%
|
|
|
5
|
|
$27.6M
|
+$6.87M
|
+284,025
|
+23%
|
|
|
6
|
Mariner
Overland Park,
Kansas
|
$24.8M
|
-$21.2M
|
-877,450
|
-39%
|
|
|
7
|
Raymond James & Associates
St Petersburg,
Florida
|
$24.2M
|
-$11M
|
-455,495
|
-25%
|
|
|
8
|
Waverly Advisors
Birmingham,
Alabama
|
$23.3M
|
+$4.95M
|
+204,515
|
+19%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14.4M
|
+$1.95M
|
+80,750
|
+11%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$13.2M
|
-$284K
|
-11,735
|
-2%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$12.6M
|
+$23.4M
|
+965,570
|
New
|
|
|
12
|
Waddell & Associates
Memphis,
Tennessee
|
$10.4M
|
-$19.2M
|
-793,855
|
-58%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$8.3M
|
-$5.01M
|
-207,010
|
-31%
|
|
|
14
|
Cetera Advisor Networks
El Segundo,
California
|
$7.64M
|
+$123K
|
+5,085
|
+1%
|
|
|
15
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$7.53M
|
+$5.64M
|
+233,295
|
+124%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$6.77M
|
-$1.07M
|
-44,065
|
-10%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$6.5M
|
-$783K
|
-32,375
|
-8%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.47M
|
+$8.95K
|
+370
|
+0.1%
|
|
|
19
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$5.97M
|
+$7.06M
|
+291,895
|
+696%
|
|
|
20
|
Charles Schwab Trust
Henderson,
Nevada
|
$5.57M
|
+$3.27M
|
+135,090
|
+77%
|
|
|
21
|
Accredited Investors
Edina,
Minnesota
|
$5.36M
|
-$2.51M
|
-103,785
|
-26%
|
|
|
22
|
Legacy Private Trust
Neenah,
Wisconsin
|
$4.66M
|
-$4.59M
|
-189,815
|
-42%
|
|
|
23
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.52M
|
+$3.7M
|
+153,000
|
+154%
|
|
|
24
|
Arlington Financial Advisors
Santa Barbara,
California
|
$4.51M
|
+$1.18M
|
+48,875
|
+24%
|
|
|
25
|
Cerity Partners OCIO
New York
|
$4.36M
|
-$577K
|
-23,840
|
-9%
|
|
